Create Bookkeeper Invoice in USD →

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United States Tax Information

0-10.25% (varies by state)

Sales tax varies by state (0-10.25%). Federal EIN may be required for B2B. No federal VAT system.

Bookkeeper Services to Invoice

  • Monthly bookkeeping
  • Bank reconciliation
  • Accounts payable
  • Accounts receivable
  • Payroll support
  • Financial reports
  • Catch-up bookkeeping

Invoice Requirements in United States

Business name and address
Client details
Invoice number
Date and due date
Itemized list
Sales tax if applicable
Payment terms

Payment Terms

Monthly retainer paid in advance. Catch-up projects 50% deposit.

Net 30Net 15Due on Receipt2/10 Net 30

Payment Methods in United States

ACH TransferWire TransferCheckCredit CardPayPalZelle

Bookkeeper Invoice Tips

  • Specify period covered
  • Include transaction count
  • Note software used
  • Reference deliverables
  • Document hours if applicable

Frequently Asked Questions

What tax rate applies to bookkeeper invoices in United States?

United States has 0-10.25% (varies by state). Sales tax varies by state (0-10.25%). Federal EIN may be required for B2B. No federal VAT system.

What payment methods are common for bookkeepers in United States?

Common payment methods in United States include: ACH Transfer, Wire Transfer, Check, Credit Card, PayPal, Zelle. Monthly retainer paid in advance. Catch-up projects 50% deposit.

What should bookkeeper invoices include in United States?

Your invoice should include: Business name and address, Client details, Invoice number, Date and due date. For bookkeeper services specifically, also include: Monthly bookkeeping, Bank reconciliation, Accounts payable.

How to price bookkeeping?

Monthly flat fee based on transaction volume. $300-2000/month typical for small business.

Charge for catch-up work?

Hourly or per-month-behind rate. Catch-up is intensive work, price accordingly.

Do I need to charge sales tax?

Sales tax requirements vary by state and service type. Most services are exempt.